Microsoft (NASDAQ:MSFT) Stock Sold Rep. Gilbert Ray Cisneros, Jr.

Key Points

• Rep. Gilbert Ray Cisneros, Jr. disclosed selling $15,001 to $50,000 of Microsoft stock on June 16, with the trade filed on July 2.
• Microsoft has been getting a boost from AI-related news, including the launch of Microsoft Frontier Company, a $2.5 billion initiative aimed at helping enterprises adopt AI tools and expand Azure/Copilot usage.
• Despite strong fundamentals and upbeat analyst coverage, Microsoft is facing recent stock weakness and added uncertainty from reports of possible layoffs, heavy AI spending scrutiny, and a class-action securities lawsuit.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on July 02nd, the Representative disclosed that they had sold between $15,001 and $50,000 in Microsoft stock on June 16th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of The Descartes Systems Group NASDAQ: DSGX on 6/30/2026.
• Purchased $1,001 - $15,000 in shares of Texas Roadhouse NASDAQ: TXRH on 6/30/2026.
• Purchased $1,001 - $15,000 in shares of Texas Capital Bancshares NASDAQ: TCBI on 6/30/2026.
• Sold $1,001 - $15,000 in shares of SoftBank Group OTCMKTS: SFTBF on 6/30/2026.
• Sold $1,001 - $15,000 in shares of Semtech NASDAQ: SMTC on 6/30/2026.
• Sold $1,001 - $15,000 in shares of RBC Bearings NYSE: RBC on 6/30/2026.
• Purchased $1,001 - $15,000 in shares of Microchip Technology NASDAQ: MCHP on 6/30/2026.
• Purchased $1,001 - $15,000 in shares of HealthEquity NASDAQ: HQY on 6/30/2026.
• Purchased $1,001 - $15,000 in shares of Cytokinetics NASDAQ: CYTK on 6/30/2026.
• Sold $1,001 - $15,000 in shares of Credo Technology Group NASDAQ: CRDO on 6/30/2026.

Microsoft Price Performance

Microsoft stock opened at $390.49 on Friday. The company has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.24, a PEG ratio of 1.22 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The stock's 50 day moving average is $406.14 and its 200-day moving average is $417.86.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the firm posted $3.46 EPS. Equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is currently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched a new AI deployment business, Microsoft Frontier Company, backed by $2.5 billion and staffed with about 6,000 engineers and industry experts to help enterprises select, implement, and improve AI tools. Investors are viewing this as a way to accelerate Azure and Copilot adoption while monetizing the enterprise AI buildout. Microsoft launches its own AI deployment company with $2.5 billion commitment
• Positive Sentiment: Several articles highlighted Microsoft as a top AI and growth stock, while others said the market is rotating from semiconductors back toward software. That is helping sentiment around MSFT as investors look for higher-quality AI beneficiaries with recurring enterprise revenue. Microsoft launches firm to help companies adopt AI with $2.5 billion
• Neutral Sentiment: Microsoft is also reported to be overhauling Copilot to make its AI assistant more useful and easier to justify for customers. That could improve adoption, but it also underscores that AI products must now prove their value. Microsoft’s Copilot Reset Shows AI Tools Must Now Prove Their Worth
• Neutral Sentiment: There was also a new undersea cable partnership with Lightstorm to expand India-Southeast Asia connectivity, plus a report that enterprise customers continue to adopt Microsoft’s AI and cloud services. These are strategically helpful, but not immediate catalysts. Microsoft partners with Singapore's Lightstorm to build India-Southeast Asia undersea cable
• Negative Sentiment: Sentiment is still being held back by Microsoft’s weak recent stock performance, with articles noting its worst month in more than 25 years and renewed debate about whether the selloff is creating a buying opportunity. Microsoft Had Its Worst Month in More Than 25 Years. Should Investors Buy the Crash?
• Negative Sentiment: Microsoft is also facing class-action securities litigation over alleged misrepresentations during the class period, which adds a legal overhang and may keep some investors cautious. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Other reports said Microsoft may cut thousands of jobs and that investors are questioning whether its massive AI capital spending can generate enough returns. That uncertainty is weighing on the stock despite the company’s strong long-term fundamentals. Microsoft eyes another wave of layoffs that could hit 5,000 workers next week

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Citizens Jmp started coverage on Microsoft in a report on Monday, June 1st. They set an "outperform" rating and a $550.00 target price for the company. Scotiabank dropped their price objective on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a research note on Thursday, April 30th. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 target price on the stock in a research report on Wednesday, May 13th. Wells Fargo & Company raised their target price on shares of Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a report on Monday, June 1st. Finally, New Street Research cut their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus price target of $560.86.

Hedge Funds Weigh In On Microsoft

A number of institutional investors have recently modified their holdings of MSFT. Kozak & Associates Inc. increased its holdings in Microsoft by 7.1% in the 2nd quarter. Kozak & Associates Inc. now owns 53,589 shares of the software giant's stock worth $20,593,000 after purchasing an additional 3,565 shares in the last quarter. SWP Investment Management LLC increased its stake in shares of Microsoft by 3.8% in the second quarter. SWP Investment Management LLC now owns 21,041 shares of the software giant's stock valued at $7,849,000 after buying an additional 780 shares during the period. First County Bank CT increased its stake in shares of Microsoft by 11.2% in the second quarter. First County Bank CT now owns 20,082 shares of the software giant's stock valued at $7,491,000 after buying an additional 2,027 shares during the period. Noble Wealth Management PBC raised its holdings in Microsoft by 2.0% in the 2nd quarter. Noble Wealth Management PBC now owns 2,393 shares of the software giant's stock valued at $893,000 after buying an additional 47 shares during the last quarter. Finally, Miller Global Investments LLC boosted its position in Microsoft by 64.0% during the 2nd quarter. Miller Global Investments LLC now owns 1,879 shares of the software giant's stock worth $701,000 after buying an additional 733 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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